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Level 4
02-06-2021
05:12 PM
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Sending tax returns to clients that are MFJ and both have email addresses entered in the return but the spouse is being notified and/or able to sign the eSignature requests. The returns are going to the Taxpayer spouse email address. The information I have seen states that both should be receiving the request and the eSignature dashboard shows requests have been sent (now multiple times). How do we fix this?
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Marsha2020
Level 4
02-08-2021
09:15 PM
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I’m not sure I understand but you can delete and start the esignature over. Have the taxpayer sign first then the spouse will get their request to sign. I have had problems when the spouse signs first.
